Description

The 52 cards in this deck will help an individual, couple, or family clearly identify each person’s present top values and priorities. A sample of the statements that will be found on the cards are: An overall goal-based financial plan; Including children/grandchildren in my acts of philanthropy; Defining my wealth in terms broader than financial capital alone. If two or more people are completing this exercise together, each person should use their own complete deck of cards and share their top ten card selections with one another. This will help identify which values and priorities are aligned. (Note: Download the complimentary Capitals Cards Worksheet here.)

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Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.